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.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Grand Central Investment Group since 2014 and previously worked at Grand Central Group, LLC from 2015 to 2017. Grand Central Investment Group offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a top-down investment approach with a dividend-focused equity framework and integrates fixed income, exchange-traded products, and alternative investments, tailoring advice to each client’s objectives and constraints.

Matthew Sykes is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has one year of industry experience and has worked at several related entities, including SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of finance, he is involved in a family painting business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing 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.

Jordan Williams is a financial advisor at OSAIC Institutions, Inc. in Weaverville, NC, holding a Series 66 designation. He has been with OSAIC and HomeTrust Bank since 2025 and has prior experience at NTCA - The Rural Broadband Association and other firms across various industries. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary assets.

Kristen Revis is a CFP® professional with four years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2022. Prior to that, she held positions at Starks Financial Group and Valta Inc., and she also has experience outside finance from her time at Fantastic Sams. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

James Hofheimer is a financial advisor at Morgan Stanley with 25 years of industry experience. His prior roles include positions at Toroso Investment, LLC and Rothschild Investment Corp. He also serves sporadically as an arbitrator for FINRA Dispute Resolution. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process involves firm-approved tools and modeling techniques, with clients responsible for implementing and updating plans.

James Gentry Jr Jr is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. In addition to his advisory role, he manages Freedom Odyssey LLC, a real estate holding entity related to his branch office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services supported by a nationwide network of approximately 23,701 financial advisors.

Gary Grisham is a financial advisor at Raymond James & Associates with 44 years of industry experience. He has been with Raymond James since 1995 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a passive investor in Quaterra Resources, Inc. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients through various advisory programs.

Emily Rider is a financial advisor with Edward Jones in Weaverville, NC, holding a Series 66 designation and with experience spanning multiple roles since 2015. Her background includes positions at Rowan County and the Paul L Dunbar Group, alongside roles in education at Rowan-Salisbury Schools and Manhattan Elite Prep. 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 strategies, including discretionary and non-discretionary options, and supports its services with a large nationwide network of financial advisors and branch offices.

Geddings Crawford Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He was previously with Janney Montgomery Scott for 12 years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and maintains a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.

Phillip Smelser is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Cambridge since 2008 and is also associated with The Householder Group. Outside of advising, he serves as treasurer for St. Thomas Episcopal Church in Burnsville, NC, teaches retirement classes, and is training to become a Professional Barbell Coach. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

David Wilson is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at United Community Bank, Bank of America, Merrill, Hancock Investment Services, and Hancock Bank. Outside of his advisory work, he owns Southern Spoon Inc., a business unrelated to investment services. 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Richard Trouillot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. 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 investment management grounded in modern portfolio theory. The firm’s advisory process is driven by investment policy statements and includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

James Womack Jr. is a Series 66 licensed financial advisor with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014, with a three-year tenure at Commonwealth Financial Network between 2017 and 2020. Outside of his advisory work, he serves as president of AVL Financial, LLC, where he is involved in investments and insurance sales. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Dwayne Dills is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Grove Point Investments, LLC and Southeast Investments N.C., Inc. He also maintains a CPA practice in Weaverville, NC. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory operations with various non-advisory product offerings.

David Hartman is a CFP® with 17 years of industry experience, currently serving clients at Edward Jones in Weaverville, NC. He 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 offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lauren Hackler is a financial advisor at Cambridge Investment Research Advisors with one year of experience. She holds a Series 66 designation and previously worked in various roles at ProductPlan, Flexera, RISC Networks, and Gartner. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning and investment management through multiple platforms and third-party managers under fiduciary standards.

Scott Mcdonald is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses, with 16 years of industry experience. In addition to his advisory role since 2015, he has worked extensively as an optometrist, currently practicing at Optometric Eye Care Center and Elevate Eye Care. He is also involved in owning and managing Innovative Financial Planning, LLC, and Gryphon Capital, Inc., a real estate investment business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured annual planning engagements using firm-approved analytical tools and offers various programs including estate-settlement and employer-sponsored planning.

Howard Kobrin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. 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 plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Laurie Gerdy is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Weaverville, NC. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Gregory Vickers is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016 with brief periods at LPL Financial, LLC, and Renasant Bank. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Kenneth Howell is a financial advisor at Edward Jones in Burnsville, North Carolina, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at North Carolina Farm Bureau and co-owned a restaurant business for over a decade. He also owned a management company related to his previous business, which is in the process of dissolution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm is notable for its extensive advisor network, retail footprint, and additional capabilities including a trust company and securities-based lending.

Christina Hale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill from 2018 to 2022 and UBS Financial Services from 2015 to 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through its public finance and institutional consulting divisions.

William Boughton is a financial advisor at Edward Jones with 27 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a board member for Helping At Risk Kids (HARK) in Asheville, NC, is the President of the Weaverville Business Association, and acts as Vice President of the Wolf Ridges Property Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of nearly 24,000 advisors.

Ryan Bunch is a financial advisor with MWA Financial Services Inc. and holds the Series 66 designation. He is based in Weaverville, North Carolina. MWA Financial Services Inc. provides investment advisory and financial planning services to individuals, trusts, corporations, and small businesses, offering both adviser-managed and third-party managed accounts. The firm operates as both a registered investment adviser and broker-dealer, delivering non-discretionary portfolio management with investment advice informed by fundamental, technical, and charting analysis.