Daniel Heth is a financial advisor at PRESERVE Wealth Management with 26 years of industry experience. He has been with Preserve Wealth Management since 2019 and previously worked at UBS Financial Services Inc for 11 years. He holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he serves on the committee of the Heth Family Foundation, a personal donor-advised fund focused on charitable contributions and grant making. PRESERVE Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth households, and business clients, including pension and 401(k) plans. The firm emphasizes a risk-first approach centered on documented Investment Policy Statements and uses Riskalyze to align portfolios with clients’ risk targets, offering ongoing portfolio management and pension consulting services that include fiduciary support and employee education.

Anne McFarland is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She is the principal of Integrated Financial Coaching and Planning and previously worked at Davis Financial Planning. In addition to her advisory role, she provides business and life coaching through a separate entity, Anne L McFarland Coaching. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses, offering financial planning, investment management, and focused Financial Fitness Review engagements. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with an emphasis on periodic rebalancing and factor tilts, operating under a fee-only, fixed annual fee structure.

Elmer Wessel is the principal advisor at Wessel Investment Counsel, L.L.C. in Asheville, NC, holding CFP®, CFA®, and Series 63 designations with 22 years of industry experience. He has been with Wessel Investment Counsel since 2003. Wessel Investment Counsel provides personalized asset management and financial planning services to both high-net-worth and non-HNW individual clients. The firm uses a combination of fundamental, technical, and cyclical analysis supported by third-party research, offering discretionary and non-discretionary portfolio management alongside financial planning tailored to client needs.

John Coleman is a CFP® and ChFC® with 16 years of experience in financial advisory services. He is the sole advisor at Coleman Advisory, LLC, based in Asheville, NC, and previously worked at Questar Asset Management. In addition to his advisory work, he is licensed to offer life insurance, long-term care, and annuity products. Coleman Advisory provides personalized financial planning, investment advisory, and portfolio management to individuals, trusts, estates, small businesses, and select corporate pension and profit-sharing plans. The firm emphasizes asset allocation, multi-level diversification, and tailored investment policy statements, offering a range of strategies from buy-and-hold to tactical management depending on client needs.

Steven Pollock is a CFP® professional with 13 years of industry experience. He has been the sole advisor at Pollock Planning Associates Inc. since 2001, operating an independent advisory firm based in Asheville, NC. Pollock Planning Associates, Inc. is an SEC-registered independent advisory firm serving primarily high-net-worth individuals, trusts, and estates. The firm offers discretionary investment management and financial planning services, utilizing a diversified asset allocation approach that includes mutual funds, ETFs, individual equities, and fixed income, with an emphasis on periodic portfolio reviews and consolidated reporting.

David Wells is a CFP®-certified financial advisor with 32 years of industry experience. He has led Wells Financial Management, LLC since 2011. The firm serves individual and high-net-worth clients as well as entities such as corporations, trusts, estates, and charitable organizations, providing discretionary investment portfolio management and financial planning. Wells Financial Management emphasizes diversified, asset-allocation strategies tailored to client-specific goals and incorporates macro risk assessment, quantitative and qualitative screening, and may include ESG considerations and alternative strategies when appropriate.

Justinn Steffe is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Veyla Financial in Asheville, NC. He has been affiliated with Warren Wilson College and the North Carolina Outward Bound School for over a decade each. Treo Financial, LLC is a fee-only, holistic financial planning firm that offers personalized education and planning services to individuals and businesses, particularly educators, nonprofit staff, entrepreneurs, and contract workers. The firm emphasizes financial education through one-on-one advice and group training, using a long-term, low-cost investment approach based on Modern Portfolio Theory.

Warren Overman Jr. is a financial advisor at Springboard Financial Services in Black Mountain, NC, holding a Series 65 designation with three years of industry experience. He also operates Springboard Tax Preparation and works as a river guide for Asheville Adventure Company during the summer months. Springboard Financial Services serves individual and family clients with tailored financial planning and portfolio management, primarily using passive investment strategies implemented through model portfolios from a single recommended custodian. The firm offers ongoing oversight and one-on-one planning through virtual and in-person consultations.

Jack Steinhilber is a financial advisor at Agile Investments in Asheville, NC, with 22 years of industry experience. He holds a Series 66 designation and previously operated Steinhilber Enterprises for 17 years before founding Agile Enterprises, LLC. He also manages the Agile Income Fund, LLC, a private real estate lending fund. Agile Investments provides individualized portfolio management to high-net-worth individuals and trusts, utilizing a primarily active, tactical investment approach based on fundamental economic and asset class analysis. The firm employs exchange-traded funds and no-load mutual funds, with the flexibility to include individual securities when appropriate.

Bray Creech is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Joel Adams and Associates Inc. since 2022. Prior to this, he worked at Raymond James Financial Services for eight years. Outside of advisory work, he manages a commercial property serving professional service firms in Asheville, NC. Joel Adams and Associates Inc. serves individuals, families, and institutions by providing discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach that combines fundamental and technical analysis and operates through an institutional relationship with Raymond James for custody and technology support.

Jessie Goodwin is a CFP® professional with 12 years of industry experience. She is currently with Joel Adams and Associates Inc., where she has worked since 2026. Her prior experience includes roles at Modera Wealth Management, LLC and Parsec Financial Management Inc. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a long-term investment approach using both fundamental and technical analysis and offers portfolio construction with equities, ETFs, and bonds, managing approximately $282 million in discretionary assets.

Sage Barfield is a financial advisor at Shining Rock Advisors LLC in Asheville, NC, holding a Series 65 designation with five years of industry experience. She has worked at Shining Rock Advisors since 2020 and has held roles at several related entities since 2019. Outside of advisory work, she provides bookkeeping services to non-advisory clients. Shining Rock Advisors manages approximately $154 million in client assets across 25 relationships, serving individual investors, business entities, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management for publicly traded assets and advisory access to private Rule 506 offerings, tailoring investment programs to client objectives with a focus on both public and private investments.

David Hunter is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Horizons Wealth Management since 2007. He holds a Series 65 license and is based in Asheville, NC. Horizons Wealth Management provides financial planning, wealth management, investment advisory, and retirement plan consulting to individuals, business owners, and charitable organizations. The firm emphasizes strategic asset allocation primarily through ETFs, customizes portfolios according to client Investment Policy Statements, and offers both full wealth-management and lower-touch managed-portfolio services.

Harvey Jenkins is a financial advisor at Altamont Capital Management with nine years of industry experience. He holds a Series 65 designation and has worked at Altamont since 2001. In addition to his advisory role, Jenkins is extensively involved with Gould Killian CPA Group, P.A., a firm he has been part of since 1978 and where he spends the majority of his professional time. Altamont Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate entities. The firm focuses on long-term asset allocation strategies based on Modern Portfolio Theory and fundamental analysis, utilizing institutional-class mutual funds and offering comprehensive portfolio management and client reporting services.

Robert Baschnagel is a Certified Financial Planner® at Holcombe & McGrath with 11 years of industry experience. He has been with the firm since 2007. Holcombe & McGrath provides discretionary portfolio management and standalone financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary investment philosophy focused on broad diversification, cost awareness, and long-term outcomes.

Susan McGrath is a CFP® professional with 13 years of industry experience, affiliated with Holcombe & McGrath since 1998. She holds a Series 65 license and operates out of Asheville, NC. Holcombe & McGrath is a small registered investment adviser managing approximately $155.9 million for around 268 clients, primarily individuals including high-net-worth clients, as well as at least one employee benefit plan. The firm offers discretionary portfolio management, standalone financial planning, and pension consulting, utilizing a proprietary investment philosophy focused on broad diversification, low costs, and a probability-oriented, long-term approach.

Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.

Paidemoyo Charasika is a financial advisor at Copperwood Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including Greyhawk Capital Management and American Capital Management Inc. Charasika co-founded Pro Athlete Wealth, a division focused on athlete and entertainer wealth management, where he serves as director and advisor. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers retirement plan consulting and fiduciary services, including a tactical allocation approach using a broad range of investment instruments, and operates Pro Athlete Wealth to support financial literacy and coaching for athletes.

Meredith Drake is a financial advisor at New Perspectives, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Parkway Church and Germantown High School. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, periodic publications, and other financial consulting. The firm follows a long-term, buy-and-hold investment approach that emphasizes fundamental analysis and diversification through no-load mutual funds and ETFs, offering both discretionary management and hourly consulting services.

Glen Martin is a CFP® and holds a Series 66 license, with 19 years of experience in the financial advisory industry. He has been with Horizons Wealth Management in Asheville, NC since 2003. Horizons Wealth Management serves individuals, business owners, and charitable organizations, including high-earning executives and technology employees, providing financial planning, wealth management, investment advisory, and retirement plan consulting. The firm employs a strategic asset allocation approach using ETFs and customizes portfolios based on each client’s Investment Policy Statement, offering both comprehensive wealth management and lower-touch managed-portfolio options.