Justin Powell is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 credential and having 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2021. Outside of his advisory work, he is involved as a musician in a band. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Heather Knox is a financial advisor at RBC Capital Markets in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining RBC Capital Markets in 2024, she worked at First Bank, Movement Bank, Self Help Credit Union, and PNC Bank, where she spent 20 years. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party managers and investment options.

Rose Price is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience at North Carolina State University, Tupelo Honey Southern Kitchen & Bar, and Barnes & Noble. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

James Hofheimer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Toroso Investment, LLC and Rothschild Investment Corp. Outside of his advisory work, he serves sporadically as an arbitrator in FINRA dispute resolution. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that employs firm-approved tools and modeling techniques.

Catherine Hitesman is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. She serves on the Endowment Committee of the YMCA of Western North Carolina, participating in efforts to promote and grow the local YMCA’s endowment fund. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Suzanne Landan is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, including a prior period ending in 2024, as well as at FCO Bend from 2008 to 2017. 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 under management and offers a broad range of investment strategies and advisory services through a nationwide network of advisors and branch offices.

Stephen Herbert is a ChFC® credentialed financial advisor with Edward Jones, based in Asheville, NC. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Christopher Lambrecht is a financial advisor with LPL Financial in Asheville, NC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with LPL Financial since 2011. Lambrecht also operates a DBA named Grove Park Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to a range of model portfolios and research.

Savannah Mc Clure is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has held multiple roles at the University of Phoenix and has been with Merrill since 2008. Outside of her advisory work, she is involved as a general partner and managing member of a small family farm business in Marion, NC. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eric Stoneman Jr. is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill. He serves as an advisory board member for Serve to LEAD, a charitable organization based in Asheville, NC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Angela Rutledge is a Series 66 registered financial advisor at Merrill in Asheville, NC, with 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2014. Merrill 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 developed by internal and third-party managers.

Angelyn Breda is a financial advisor with Morgan Stanley in Millsriver, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Breda serves as a trustee and co-trustee in Sarasota, Florida, involving investment decisions and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Joseph Polhamus is a financial advisor with Merrill in Asheville, NC, holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and previously held roles in property management and general contracting. Merrill, together 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 for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Douglas Bailey is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Merrill since 1987 and Bank of America since 2009. Outside of his advisory role, he serves as a director of Penland Bailey Company, a family business involved in mining, forestry, and leasing, and is a board member and membership committee member of Biltmore Forest Country Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 financial advisor at LPL Enterprise with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he spent over three decades at Prudential Insurance Company of America and its affiliate Pruco Securities. He serves as an advisory board member for The Makers Box, a nonprofit organization formerly known as Orbie for Orphans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with the sale of financial products including insurance.

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.

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.