Matthew Maultsby is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Wells Fargo Bank NA. He serves as a finance committee member for the Asheville Museum of Science. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Jordan Williams is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held positions at OSAIC Institutions, Inc. and HomeTrust Bank. 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.

Jamie Van Dyke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning their advisory career in 2025. Prior to this role, Van Dyke worked at Wells Fargo Bank, NA from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Julia Roberts is a financial advisor at Morgan Stanley in Asheville, NC, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at First Citizens Investor Services, Wells Fargo Clearing Services, Bank of America, Merrill, and Colton Groome Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, supporting a range of advisory programs without providing individual security recommendations as part of standalone plans.

Tanya Frisbee is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 16 years before joining Raymond James in 2018. In addition to her advisory role, she serves as Practice Manager at Elk Mountain Wealth Partners in Asheville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a range of advisory programs and specialized services.

Allan Robertson Jr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and previously worked at Wells Fargo Advisors for nine years. Allan is also the owner of Clear View Advisors LLC, an insurance-related business. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Joseph Simpson is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial, Carillon Tower Advisers, Inc., and Eagle Fund Distributor. 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 over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karyn Laughrun is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of her advisory role, she serves as a notary public for North Carolina and acts as a trustee for a family life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages research from its Chief Investment Office and UBS Global Research to tailor client solutions.

Richard Lee III is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry, all with Edward Jones since 2011. He serves as Treasurer of the Buncombe County Democratic Party, managing donations, expenditures, and financial disclosures during his term. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including both discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Jon Dobson is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at several major firms, including Bank of America, Merrill, Wells Fargo Clearing, 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a wide range of strategic and tactical investment options.

Craig Harris is a financial advisor with Morgan Stanley in Asheville, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent nine years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Zachary Hunt is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. Before joining Merrill in 2017, he worked at Enterprise Holdings LLC for one year. In addition to his advisory role, Hunt officiates weddings and produces wedding films as a consultant for his wife's small business in the wedding industry. He also serves as a deacon at Biltmore Church in Asheville, 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.

Jason Marshall is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at UBS Financial Services and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Stephen Fusco is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Asheville, North Carolina. He specializes in guiding retirees, individuals nearing retirement, and those experiencing new financial success through complex financial decisions, focusing on providing clarity and confidence for a secure and fulfilling retirement. Additionally, he works with nonprofits and churches, offering portfolio strategies that align financial resources with organizational missions and values. Stephen earned a Bachelor of Science degree in Business Administration with a minor in Economics from the University of North Carolina at Asheville. He holds the Personal Investment Advisor (PIA) designation. With experience in business management, entrepreneurship, and financial services, he brings comprehensive expertise to his advisory role. A lifelong Asheville resident, Stephen enjoys outdoor activities such as hiking, biking, camping, kayaking, and spending time with his family and dogs. He is actively involved in community service, currently serving on the board of directors for the Western North Carolina Chapter of The American Red Cross, and has a history of volunteering with local charities and churches.

Samuel Harris is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients bridge the gap between personal and financial wellness by developing personalized financial strategies that align with their priorities. His areas of focus include liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports & entertainment, individual and corporate investment strategy, and retirement income. Mr. Harris holds a Bachelor's degree in economics from Oberlin College. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He provides ongoing financial advice and leverages Merrill Lynch's extensive network of tools and information to assist clients through life changes such as job transitions, business transactions, and retirement planning. Outside of his professional work, Samuel is engaged in activities such as baseball, basketball, gardening, running, surfing, tennis, traveling, woodworking, yoga, and spending time with his family. He is bilingual in Spanish and English.

David Sanders is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analyses.

Nicholas DeJohn is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He collaborates with clients to develop financial plans aimed at helping them pursue their financial goals. Nicholas has extensive experience in the financial services industry, having worked at Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, Investment Representative, and Financial Representative. Prior to that, he worked as an Advisory Consultant at Advisors Asset Management, Inc. and as a Sales Assistant at Oana Investment Advisors. The biography does not include information about his education, credentials, personal interests, or community involvement.

Natassya Tossany is a CFP®-certified financial advisor with Morgan Stanley in Asheville, NC, with 14 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support clients' financial goals.

Scott Roy is a financial advisor with Edward Jones in Black Mountain, NC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he co-owns a property that includes office space and storage units. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets with a large national network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

James Brookshire is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Apex Systems and Speckled Trout. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services combining manager-traded and model-traded strategies, with an emphasis on internal research and ongoing manager monitoring.