Howard Helms III is a financial advisor with LPL Financial in Asheville, NC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved with Helms Wealth Management in Asheville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions through a large network of advisors.

Jon Dobson is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 17 years of industry experience. His previous firms include Bank of America, Merrill, Wells Fargo Clearing, Wells Fargo Advisors, Raymond James Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with a focus on combining scale and a broad set of financial products alongside its advisory capabilities.