Sharon Grimes is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she serves as the treasurer for the Stonecrest Homeowners Association in Black Mountain, NC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Robert Melton is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his father and holds power of attorney for his mother, both involving investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, including discretionary options and a broader range of financial products than typical for large institutional advisers.

Jeffery Palmer is a ChFC®-designated financial advisor at LPL Enterprise with 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and joined LPL Enterprise in 2024. Palmer serves on the advisory board of The Makers Box, a nonprofit organization formerly known as Orbie for Orphans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trustee services.

Robert Roth is a financial advisor with Edward Jones in Asheville, NC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he manages Roth Properties, overseeing commercial rental and investment property activities. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Gary Grisham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, he is a passive investor in Quaterra Resources, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, employing a range of portfolio management styles supported by extensive research and model manager options.

Samuel Grinnan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked at Warner Pacific Insurance Services for nine years and attended Pennsylvania State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Wes Conner is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is involved in real estate ownership in North Carolina. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kaylee Bateman is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC, Fidelity Brokerage Services LLC, and Starbucks Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies with fiduciary oversight.

Kelley Floyd is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kelley worked in various roles within the mortgage and lending sectors. Outside of advising, Kelley and her husband are involved in hospitality through ownership of a historic inn, with her husband managing the day-to-day operations. 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 strategies, backed by a large network of financial advisors and branch offices, and provides comprehensive services including tax-efficient investing and trust capabilities.

Eric Brief is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior firms include Morgan Stanley in various capacities from 2000 to 2019 and Citigroup Global Markets from 2008 to 2009. He holds a 33% ownership in Tuller Associates, an investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dillon Vess is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He previously worked at Shore Capital Partners, Nashville Capital, and Raymond James Investment Bank. Outside of his advisory role, he is an independent contractor and partner at Elk Mountain Wealth Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports specialized areas such as municipal finance and SIMPLE IRA employer advisory services.

Rebekah Michel is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, she held roles at CreativeFreedom.space and the Fired Up! Creative Lounge. Outside of financial services, she has been involved in creative and entrepreneurial ventures. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary strategies and offers integrated custody, brokerage, and advisory solutions.

Joseph Baker is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked in the automotive industry at Hunter Auto Group and two Toyota dealerships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

Rebecca Roberts is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC and a long tenure at Wachovia Bank, N.A. beginning in 1979. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Price is a financial advisor at Edward Jones in Asheville, NC, with 14 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 63 designations and has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Brianna Parrott Parkins is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Raymond James, she worked at Wells Fargo Advisors for five years. Outside of her advisory role, she is involved in agriculture and farming businesses, serving as co-owner and CEO of J Creek Custom Meats, LLC, and owner of Doc Graham Farm LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both institutional and municipal clients through a broad advisor network.

Emily Rider is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she held roles at Rowan County, Paul L Dunbar Group, and worked as self-employed, as well as positions in education with Manhattan Elite Prep and Rowan-Salisbury Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm manages approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

David Greiner is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with Merrill since 2003 and has worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Bell is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple business activities, including co-ownership of a financial planning firm and work as a sports commentator and entertainer in various media roles related to football and television. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Eugene Szymanski is a financial advisor with Merrill, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including over three decades with Merrill and 15 years at Bank of America, N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and charitable organizations.