John Mccormick Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide portfolio construction and provides a range of brokerage and advisory solutions.

David Maupin is a CFP® and ChFC®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

William Wells is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Charles Schwab since 1997 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment guidance, using multi-asset model portfolios backed by research from the Schwab Center for Financial Research.

Dustin Schlabach is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, including nine years at Edward Jones before joining LPL Financial in 2025. 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 and brokerage services, utilizing both proprietary and third-party investment strategies, supported by technology tools and a broad platform that includes insurance and banking partnerships.

Douglass Rostick is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and is based in Mills River, NC. 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 range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Sampson is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant varsity tennis coach and volunteers with the Henderson County Sheriff's Office, in addition to holding a board position at a local nonprofit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Jambon is a ChFC® and Series 66-licensed financial advisor with Edward Jones in Fairview, NC, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, Jambon serves on the Immaculata Catholic School Board and volunteers as a baseball umpire for South Buncombe Youth Baseball. He also serves as secretary for the Knights of Columbus Council 8923 and hosts a podcast. 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 programs and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Heriberto Guerra Gomez is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and previously worked at BBT/Truist for six years. Outside of advising, he is involved as a part-owner of an insulation business and occasionally works as a server at a local restaurant. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach. The firm is notable for its large scale, integrated service model, and combination of advisory, brokerage, and custody functions.

Johnny Bryant is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at several firms including Avantax and CSSC Brokerage Services, and he operates Bryant Consulting LLC, a CPA consulting practice focusing on income, estate and trust taxation, and litigation services. Bryant also serves as a trustee for an irrevocable insurance trust. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services across various program structures and custodial relationships.

Ollin Driver is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

Paul Vladem is a financial advisor with OSAIC, holding the PFS™ designation and Series 63 and 65 licenses. He has 41 years of industry experience, previously working at Investacorp Advisory Services, Inc. and Securities America, Inc. Vladem maintains an active CPA license which he uses in his advisory practice and serves as an investment committee member for the Jewish Federation of Broward County. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple investment platforms, providing tailored portfolio management with a broad range of investment options.

Barry Macdonald is a financial advisor with OSAIC in Hendersonville, NC, holding a Series 66 designation and having 25 years of industry experience. He has worked at Royal Alliance since 2016. Outside of his advisory role, he is president of Clear Picture Retirement Plans, an S-corporation involved in selling fixed annuities, and hosts a sole proprietorship managing bookings. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions. The firm employs firm-provided asset-allocation tools and supports a variety of investment products with discretionary and non-discretionary account management options.

Jamie Morton is a financial advisor with Merrill based in Hendersonville, NC. He holds a Series 66 designation and has 14 years of industry experience. He has been with Merrill Lynch since 2007. 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 developed by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marie Swingle is a financial advisor with Ameriprise in Arden, NC, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Zachary Simmons is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Vanguard Group and Capitol Financial Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tyrel Keplinger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is also a staff officer in the North Carolina National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions managed under a fiduciary standard.

Nicole Foxworth is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2023 and previously with Concourse Financial Group Securities from 2016 to 2023. Outside of investment advising, she is also employed at Everside Health, a healthcare company, where she has worked since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a variety of financial planning and investment management solutions through a large network of advisors and utilizes a broad platform that includes strategic, tactical, and alternative investment options.

David Matz is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Asheville, NC, he holds the Series 66 designation. Outside of his advisory role, he manages multiple rental properties in the Asheville area. 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 and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.

Peter Niemczyk is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2007 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2007. Outside of his advisory role, Niemczyk operates a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategic and customized investment approaches.

Charlotte Jackson is a financial advisor with RBC Capital Markets in Asheville, NC, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.