Christopher Moser is a financial advisor with Ameriprise, holding a Series 66 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a non-investment-related business ownership through CRM LLC. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered in partnership with its financial advisors.

Richard Trouillot is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at Morgan Stanley DW Inc. from 1997 to 2005. He holds Series 63 and Series 65 designations. 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 a broad range of brokerage and advisory solutions.

Eric Purdy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has a background that includes health inspection work with the Rutherford Polk McDowell Health District since 2019, alongside his advisory role which began in 2018. Prior to that, he worked with Buncombe County for 14 years. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

James Womack Jr. is a Series 66-registered financial advisor with 18 years of industry experience, currently with Cambridge Investment Research Advisors. His prior experience includes roles at Commonwealth Financial Network, Stratos Wealth Partners, LPL Financial, and Edward Jones. Outside of his advisory work, he serves as president of AVL Financial, LLC, a firm engaged in investments and insurance sales. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Daniel Hroback is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Illuminate Creative Studio and Allegra / Image360. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that incorporate scenario modeling without offering individual security recommendations in standalone planning.

Angela Ferrell is a Wealth Management Advisor with the Ferrell Stewart Group at Merrill Lynch Wealth Management in Asheville, North Carolina. She focuses on helping clients achieve financial security at every stage of life, offering guidance on family wealth management strategies, personal retirement planning, and issues related to women and wealth. Angela leverages Merrill Lynch's extensive resources to provide comprehensive financial strategies tailored to evolving market conditions. Before her career in financial advising, Angela gained experience owning and operating hotel properties, which gave her insight into business complexities and wealth management. She began her financial advisory career in 2011 and joined Merrill Lynch in 2014. Angela holds a Bachelor's Degree from the University of North Carolina System and has earned the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Born and raised in Asheville, Angela enjoys cooking, running, surfing, and spending time with her family. She is also involved in her community through volunteering with Helpmate and participating as a Rotarian with the Rotary Club of Asheville.

Dwayne Dills is a CFP® with 22 years of industry experience, currently advising at LPL Financial since 2025. He previously worked at Grove Point Investments, Southeast Investments N.C., and U.S. Financial Advisors. He also operates a CPA firm, Dwayne M Dills CPA PC, focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Annas is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families gain control and confidence in their financial futures. Drawing on his experience, he collaborates with clients to design clear and customized financial strategies aligned with their goals and lifestyles. His expertise includes family wealth and multigenerational planning, retirement planning, equity compensation guidance, charitable gifting strategies, tax planning, and tax-efficient investing. Prior to his current role, Jeffrey served for 10 years in the U.S. Air Force as an Air Traffic Controller, where he developed discipline, attention to detail, and the ability to maintain composure under pressure. He holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. His educational background includes a High School Diploma from South Caldwell High School and an Associate's Degree from the Community College of the Air Force. Outside of his professional responsibilities, Jeffrey enjoys spending time with his wife and two young daughters. His personal interests include fishing, camping, exercising, basketball, biking, chess, hiking, pickleball, skiing, and tennis.

Taylor Mclennan is a financial advisor at Morgan Stanley in Asheville, NC, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Kearfott Corporation and Mission Health System before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, delivering tailored financial planning supported by firm-approved tools and a comprehensive investment research process.

Julie Willard is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 credentials and has 25 years of industry experience. Her prior work includes positions at JJB Hilliard WL Lyons LLC and Oppenheimer & Co. She is based in Asheville, NC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex investments.

David Hartman is a CFP® with 17 years of industry experience, currently serving clients at Edward Jones in Weaverville, NC. He has been with Edward Jones since 2008. 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, supported by a large network of financial advisors and branch offices nationwide.

Brittny Hobkirk is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, N.A., Securian Financial Services, Inc., Minnesota Life Insurance Company, CRI Securities, LLC, and North Star Consultants, Inc. She also worked briefly at Anytime Fitness. 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 a range of individual and institutional clients.

Ryan Moran is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Lincoln Financial Securities, Wells Fargo Clearing, and Morgan Stanley. In addition to his advisory work, Moran is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisors, and proprietary model strategies.

Gareth Rich is a CFP®-designated financial advisor with 40 years of industry experience, currently with OSAIC since 2025. He previously worked for 35 years at Lincoln Financial Advisors Corporation. Outside of his advisory work, Rich offers accident, health disability, and traditional life insurance and serves as a trustee managing family member trusts. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies that accommodate discretionary and advisor-managed accounts.

Stephan Ihde is a CFP®-designated financial advisor with Edward Jones in Asheville, NC, holding 12 years of industry experience. He has been with Edward Jones since 2013. Outside of finance, he operates a sole proprietorship selling landscape and nature photography prints online. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Katherine Bradley is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked in real estate and hospitality from 2012 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and offices.

Howard Helms III is a financial advisor with LPL Financial in Asheville, NC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved with Helms Wealth Management in Asheville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions through a large network of advisors.

Addison Harris is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America in 2020, Harris held various roles including work with Mars Hill University and the YMCA of Western North Carolina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Sorrells is the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Asheville, North Carolina. She has been with Merrill Lynch since 2007 and brings over 36 years of experience in the financial services industry, including prior roles in retail branch management and licensed banker supervision at SunTrust Bank and Wachovia Bank. Susan holds a bachelor's degree in business administration with a concentration in commercial banking from Mars Hill University. She has earned several professional certifications, including Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Divorce Financial Analyst® (CDFA®). Her expertise encompasses retirement planning, education planning, family wealth management strategies, legacy planning, and managing new wealth. In addition to her professional work, Susan is involved in the Waynesville Rotary Club and has contributed to community organizations such as KARE, Open Door, Manna Backpack, and Folkmoot. She resides in Waynesville, North Carolina, with her husband and enjoys boating, reading, and traveling.

Brian Fortune is a CFP® with 16 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. He previously worked at CETERA Advisor Networks LLC for six years. In addition to his advisory role, he is a committee member and volunteer with the YWCA in Asheville, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.