Catherine Hitesman is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She serves on the Endowment Committee of the YMCA of Western North Carolina. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from its Investment Institute and third-party sources to apply diversification principles and modern portfolio theory in its investment approach.

Suzanne Landan is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones for a total of ten years, and previously worked at FCO Bend for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial 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, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Wells Fargo Clearing for 16 years. He also operates a DBA, Grove Park Financial Management, in Asheville, NC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Savannah Mc Clure is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has previously held various roles at the University of Phoenix and has been with Merrill since 2008. Outside of her advisory work, Mc Clure is involved in managing a small family farm in Marion, NC, called Fairy Tail Farm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 clients, and institutional accounts.

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.

James Guffey Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Black Mountain, NC. He has 14 years of industry experience, all of which have been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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 in Asheville, NC, holding a Series 63 designation and 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016, and previously at Morgan Stanley DW Inc. from 1998 to 2007. Outside of her advisory role, she serves as treasurer for the Stonecrest Homeowners Association in Black Mountain, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and emphasizes research-driven investment strategies and diversified portfolio management.

Robert Melton is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with A. G. Edwards & Sons, Inc. from 2005 to 2006. Melton serves as a power of attorney for his mother in Sylva, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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.