Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors, Inc. and Questar Asset Management, Inc. In addition to her advisory role, she serves as CEO and tax planner at On The Mark Financial Services, Inc. since 1991. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform and emphasizes ongoing client education and ERISA-focused advisory services.

Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.

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.

Colbie Dwiggins is a Series 66-licensed financial advisor at Credit Union Investment Services with two years of industry experience. She has held roles at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advising, she serves as a life insurance agent and trust representative within affiliated organizations. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model under State Employees’ Credit Union and emphasizes client decision-making in investment implementation.

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.

Jack Bishop III is a CFP® professional with 11 years of industry experience. He is currently affiliated with Commonwealth Financial Network and operates Bishop Financial Group, LLC. Prior to his current roles, he spent 10 years with Edward Jones. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and support services, including discretionary model portfolios managed by its Investment Management and Research team, and offers various program structures tailored to advisors’ client needs.

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.

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.

Rebecca Upton is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services and Starks Financial Group. Outside of finance, she teaches piano lessons in Clyde, North Carolina. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

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.

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.

Mark Lear is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. He holds the Series 66 designation and operates out of Canton, NC. Outside of his advisory role, Lear is involved in healthcare operations as an operations manager and board secretary for Twenty 20 Optometric Group, P.A. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial service providers.

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.

Michael Momper is a financial advisor at OSAIC with over 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked with Fortis Investors, Inc. and Eppa Rixey Agency. Outside of his advisory role, he serves on the boards of the Saint Xavier Booster Board and the Serenelli Project, a nonprofit focused on prison ministry. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Molly Boyce is a financial advisor with Edward Jones in Lake Junaluska, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, she worked in marketing and design, including roles at Boojum Brewing Company, Moxxie Marketing, and her own business, Molly Boyce Designs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenny Holland is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2019. She previously worked at UBS Financial Services Inc. from 2011 to 2019. Outside of her advisory role, she serves as a trustee for Uncle's Flower Trust in Sylva, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jenny Martin is a CFP® with 10 years of industry experience, currently serving at Edward Jones in Waynesville, NC. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Brown is a financial advisor with Edward Jones in Sylva, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones Investments since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large network of advisors and branch offices nationwide.

Larry East is a CFP® with 23 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven approach and modern portfolio theory. The firm’s investment offerings include a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, distinguishing it from many institutional advisers.

Benjamin Lane is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services Inc. for 10 years. Lane is also the principal owner of Lane Wealth Management, LLC, a full-time investment-related business. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad array of specialized planning options. Advisors at the firm develop tailored recommendations using proprietary research and planning tools, with implementation options available through various brokerage and advisory programs.

Jennifer Johnston is a CFP® professional with 13 years of experience, currently affiliated with Edward Jones since 2013. She holds Series 63 and Series 66 licenses and is based in Lake Junaluska, NC. Outside of her advisory work, she owns a rental property in Grass Valley, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Muri is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Wells Fargo Advisors and has been associated with Invest Financial Corporation and United Community Bank since 2016. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Jeremy Phillips is a Series 66 licensed financial advisor with Edward Jones in Waynesville, NC, where he has worked since 2008, accumulating 18 years of industry experience. Outside of his advisory role, he owns and manages a commercial rental property in Waynesville. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large national network of financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Bridges is a financial advisor at Edward Jones in Canton, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Landers is a CFP® professional with 34 years of experience at UBS Financial Services, where he has worked since 1992. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Joseph Grimsley is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corp. for five years and has been associated with United Community Bank since 2002. Outside of his advisory role, he serves on the Towns County Board of Education and is involved with High Stakes Fishing LLC, a fishing tournament business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Scott Smith is a financial advisor at Edward Jones in Canton, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked with several organizations including The Regenesis Collective and LoudCrowd. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

John Christian IV is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at firms including Lincoln Financial Advisors, SunTrust Bank, and J.P. Morgan Chase Bank. Outside of his advisory role, he is an agent for Heritage Financial Consultants, focusing on accident and health insurance, fixed annuities, and traditional life insurance. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and programs.

Mark Blakeman is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Blakeman serves on the Board of Directors for The Lovett Foundation, a nonprofit organization. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily focused on Ameriprise-managed accounts.

David Roper is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2011 and has worked with related firms including Cambridge Investment Research, Inc., Choice Financial Advisors, Inc., and Choice Financial Services, Inc. outside of his advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals utilizing multiple account platforms and third-party strategists.

Robert Gevjan Jr. is a CFP®-designated financial advisor with Edward Jones, based in Canton, NC. He has 12 years of industry experience and has been with Edward Jones since 2013. Gevjan serves on the boards of the Tuscola Park Home Owners Association, the New Covenant Church Endowment & Investment Program, and The Community Kitchen food pantry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Lucas is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. Prior to her current role, she worked for the Town of Franklin from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kelly Sparks is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, Sparks worked at United Community Bank, Wells Fargo Clearing, First Bank, Infinex Investments, SunTrust Advisory Services, and Janney Montgomery Scott. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Granville Younce is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Emily Mc Curry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She is the owner and founder of Ember & Ink Creative, LLC, a digital media business that provides personalized fictional novel recommendations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Shannon Carlock is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Latisha Perkins is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2024, she worked for nine years at Atlantic Bay Mortgage Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Sandi Carroll is a financial advisor at Ameriprise in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2017, she worked at Catherines for three years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Mathew Underwood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He worked at Edward Jones for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Laorr is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to that, he was employed at George K. Baum & Company from 2015 to 2019. Outside of his advisory role, he is involved in managing rental properties. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Travis Brotherton is a financial advisor at Edward Jones in Waynesville, NC, holding a Series 66 credential with three years of industry experience. Before joining Edward Jones in 2022, he worked at Smith & Nephew and also served as a sales representative at Liberty Bicycle in Asheville. Outside of financial advising, he maintains a sales role at Liberty Bicycle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.