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.

Jacques Fogel is the principal of Fogel Investment Advisory Group, Inc. in Fletcher, NC, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has been with Fogel Investment Advisory Group since 2007 and also has a concurrent affiliation with Purshe Kaplan Sterling Investments. Fogel Investment Advisory Group provides investment management and retirement services to individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans. The firm emphasizes customized, long-term diversified portfolios with a predominantly non-discretionary asset base and offers participant education and workshop-style services for retirement plans.

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.

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.

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.