Thomas Clayton is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has 12 years of experience in the industry, working concurrently at Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory roles, he volunteers with Wreaths Across America. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis rather than commission.

Elizabeth Waters is a CFP® professional with 17 years of industry experience. She is currently with Farther and has previously worked at Commonwealth Financial Network and operated Stable Waters Financial. Waters is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing.

Wendolyn Forbes is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Advisory Services Network and has previously worked at Bank of America, Merrill, and Wells Fargo. Outside of her advisory role, she is an author of fiction, non-fiction, and poetry, and serves on multiple nonprofit boards including Working Wheels, Haywood Chamber of Commerce, Haywood Vocational Opportunities, Haywood Community College Foundation, and Lake Logan Retreat Center. She also leads indoor cycling classes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting using a variety of strategies across asset classes, managing approximately $8.6 billion in client assets.

Sebastien Gruaz is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various healthcare-related positions including at United Surgical Partners International and MD Anderson Cancer Center. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-based 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 UMA models for portfolio construction and management.

Michael Wiercinski is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining Kestra Advisory in 2019, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2010 to 2019. He serves as president of Mountain Rock Wealth Management and is a member of the Parish Finance Council at St. Francis of Assisi Catholic Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering a range of services including fiduciary consulting, plan design, and investment advice with access to multiple management platforms and third-party solutions.

Cameron Bennett is a financial advisor with Eagle Strategies (NY Life) in Hendersonville, NC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience outside finance with Bob McGrath Construction and community involvement through local churches. Bennett serves as a board member for AYSO, a youth soccer organization in Waynesville and Haywood County, and is pursuing a Master of Arts in Theological Studies through Westminster Theological Seminary. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a combined advisory and insurance structure.

Jeffrey Schnee is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2003. Prior to that, he worked at Alphasights. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets and serving over 235,000 clients. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Stephen Cameron is a financial advisor with Valic Financial Advisors in Franklin, NC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with Valic Financial Advisors since 1998. Outside of his advisory role, he leads kayak tours as a 1099 employee. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Katherine Gordon is a financial advisor with PNC Wealth Management in Franklin, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Fidelity Brokerage Services LLC from 2014 to 2017 before joining PNC Investments, where she has been since 2017. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies. The firm employs third-party managers for portfolio implementation and offers services primarily to employees through this pilot program.

Martin Sohovich is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 13 years before joining Ameriprise in 2019. Outside of advising, he is involved in business ownership through Soho Properties, LLC, which leases commercial office space. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions delivered through a centralized retirement-income consulting team.

David Preston Jr. is a financial advisor at Edward Jones with 23 years of industry experience. He has held his position at Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Ashley Cedrone is a financial advisor with Edward Jones in Waynesville, NC, holding a Series 66 designation and seven years of industry experience. Her career includes multiple tenures at Edward Jones as well as a three-year period at Merrill. Outside of finance, she spent time working with Boojum Brewery Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory strategies and a network of over 23,000 financial advisors nationwide.

Caitlin Gilman is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at FSC Securities Corporation, Merrill, and Bank of America. Outside of her advisory work, she teaches mathematics as an adjunct faculty member at Central Piedmont Community College and as a visiting lecturer at the University of North Carolina at Charlotte. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance questionnaires, asset-allocation planning software, and portfolio optimization tools to manage investments through a broad array of strategies and platforms.

Scott Steele is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with various Raymond James entities since 2015. Outside of his advisory work, he is also involved in managing a rental property with his spouse. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, with additional capabilities in public finance and municipal work.

Robert Loafman is a Series 66-licensed financial advisor with Edward Jones in Bryson City, North Carolina, where he has worked since 2009, accumulating 17 years of industry experience. Outside of his advisory role, he is a proprietor of a vacation rental business in Bryson City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and products, supported by a large nationwide network of financial advisors and branch offices.

Dawn Mcallen is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corp for eight years. Outside of her advisory role, she owns and manages MCALLEN SOLUTION SYSTEMS and FRAMEWORK FAMILY LINK, both of which assist clients in organizing and digitizing personal and legal documents. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services and utilizes a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization tools.

Justin Castle is a financial advisor with Edward Jones in Sylva, NC, holding a Series 66 designation and nine years of industry experience. He previously worked at John Hamlin State Farm for one year before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William De Wandeler is a CFP®-certified financial advisor with Edward Jones, based in Franklin, NC, with 19 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory role, he is a co-owner of a used bookstore, A Novel Escape, in Franklin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors.

Theodore Goshorn is a Series 66-licensed financial advisor with Edward Jones, based in Bryson City, NC, and has one year of industry experience. Before joining Edward Jones, he held various roles within multiple United Methodist Church organizations and at Reinhardt University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a large network of more than 23,700 financial advisors nationwide.

Edmon Enfield III is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds the Series 66 designation and has worked at both RBC Capital Markets and City National Bank since 2013 and 2018, respectively. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through in-house and third-party investment managers.