Daniel Heth is a financial advisor at Preserve Wealth Management in Weaverville, NC, with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at UBS Financial Services Inc for 11 years before joining Preserve Wealth Management in 2019. He is involved with the Heth Family Foundation, serving on a committee responsible for grant making and investment allocation. Preserve Wealth Management offers discretionary portfolio management, financial planning, and pension consulting for individual, high-net-worth clients, and retirement plans. The firm uses a risk-focused investment approach supported by the Riskalyze tool and delivers financial planning through an Agile Planning process with a dynamic client portal.

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 15 years of experience in financial advising. He is the principal of Coleman Advisory, LLC, an independent firm he founded in 2016 after a brief tenure at Questar Asset Management. Coleman is also a licensed insurance agent, providing life, long-term care, and annuity products alongside his advisory services. Coleman Advisory, LLC offers financial planning and portfolio management to individuals, trusts, estates, small businesses, and corporate pension and profit-sharing plans. The firm employs a tax-aware, diversified investment approach, utilizing third-party managers and both discretionary and non-discretionary account management, while also integrating insurance products as part of its service model.

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 is a financial advisor at Springboard Financial Services in Black Mountain, NC. He holds a Series 65 designation and has three years of industry experience. In addition to his advisory role, he provides tax preparation services through 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 as well as small businesses, offering discretionary financial management, standalone financial planning, and retirement-plan rollover guidance. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supported by fundamental and technical analysis, and manages accounts on a discretionary basis through a single recommended custodian.

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.

Emil Gonsalvez is the principal of EMGO Capital, LLC, an investment manager based in Arden, NC, with one year of industry experience. He holds a Series 65 designation and has prior work experience at Pine Gate Renewables, HCM Staffing Services, Express Employment Professionals, and Wells Fargo Bank. Outside of his advisory role, he also works full time as an accountant for another firm. EMGO Capital provides financial planning and consulting services to individuals, corporations, LLCs, and small businesses, focusing on investment, retirement, education, and tax planning as well as corporate-structure and real estate analysis. The firm emphasizes a tailored Investment Policy and a Fundamental Asset Forecast approach aimed at capital preservation and long-term growth, operating on a fixed monthly fee model without managing client assets directly.