Rebecca Roberts is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC and a long tenure at Wachovia Bank, N.A. beginning in 1979. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 offerings.

Joseph Price is a financial advisor at Edward Jones in Asheville, NC, with 14 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 63 designations and has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position she has held since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, assisting clients in pursuing both short and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach, which considers clients' experiences with wealth alongside their personal situations and aspirations to create comprehensive financial strategies. Shelli holds the Chartered Retirement Planning Counselor (CRPC) designation and serves as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis. She earned her Bachelor's degree from the University of Florida with a focus on Finance and Economics. Shelli's professional practice emphasizes building enduring relationships with individuals and families, delivering personal service with meticulous attention to detail. In addition to her financial advisory work, Shelli is active in her community through volunteering with organizations such as the Peace River Botanical & Sculpture Gardens and the United Way chapters of Charlotte and Lee Counties. Her personal interests include antiquing, boating, cooking, drawing/sketching, gardening, interior decorating, knitting/crocheting, painting, skiing, and traveling.

Sara Kaldahl is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for Team Rehabilitation Physical Therapy from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. 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.

David Greiner is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with Merrill since 2003 and has worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, 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.

Christopher Friend is a financial advisor with Wells Fargo Clearing in Hendersonville, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade, as well as work as a self-employed caregiver. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Bell is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple business activities, including co-ownership of a financial planning firm and work as a sports commentator and entertainer in various media roles related to football and television. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Eric Perless is a financial advisor at Edward Jones in Hendersonville, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at the North American Securities Administrators Association and has experience in roles including political campaigning and education. He also co-owned a coffee lounge for several years. Edward Jones is a full-service wealth management firm serving more than 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.

Eugene Szymanski is a financial advisor with Merrill, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including over three decades with Merrill and 15 years at Bank of America, N.A. Merrill, along 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Gloria Dubose is a financial advisor with LPL Financial in Hendersonville, NC. She holds a Series 66 designation and has 13 years of industry experience, including roles at Asheville Savings Bank, Invest Financial Corporation, and Merrill. She has worked with LPL Financial since 2015. 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 a range of advisory services including financial planning, wrap and model portfolio programs, and institutional platforms, and supports its advisors with research tools and access to various investment strategies.

Timothy Cawthorn is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he assists with a seasonal fireworks stand business that supports his family during the Fourth of July period. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kathryn Ward is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.

Keith Holloway is a Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2020. He works with clients to develop personalized financial strategies that align with their short- and long-term financial goals, especially focusing on legacy planning, managing new wealth, and personal retirement planning. Keith holds a bachelor's degree in Psychology from Appalachian State University and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He specializes in assisting clients through significant life transitions such as career changes, business development, and retirement, offering a structured approach to long-term financial success. He lives in Hendersonville with his wife, Lara, and their three children. The family is active in the community and supports education. Outside of his professional work, Keith's personal interests include football, reading, soccer, and spending time with his family.

Sandra Shaw is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2001. Outside of her advisory role, she serves as an officer responsible for bookkeeping in a home building corporation owned by her husband. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Wade Howell is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked with Avantax and Legacy firms. Howell also serves as a registered agent and financial advisor at Legacy Tax and Accounting and Legacy Capital Advisor, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies.

David Hart is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. He has previously worked at Commonwealth Financial Network and LPL Financial and is the owner of Paragon Financial, LLC. Hart serves on the UNC Chapel Hill Board of Visitors and is a committee member of the WNC Bridge Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of investment solutions including proprietary model strategies and access to unaffiliated strategists, with options for discretionary and non-discretionary management across multiple platforms.

Michelle Cox is a financial advisor with Cambridge Investment Research Advisors in Asheville, NC. She holds a Series 66 designation and has 16 years of industry experience, including prior roles at LPL Financial, Commonwealth Financial Network, and Paragon Financial. In addition to her advisory work, she is a commissioned Notary Public. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various custody platforms and both discretionary and non-discretionary strategies.

Jennie Wells is a financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Charter/Spectrum and Verizon Wireless before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without including implementation. The firm combines goal-based analyses with managed-account options through its WealthPlan program, maintaining separate planning and investment management services.

Kale Olson is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds a Series 66 designation and has worked previously at JJB Hilliard WL Lyons LLC and Oppenheimer & Co. Olson serves as trustee for several family trusts established for the benefit of his children, overseeing their investment strategies. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services to align with client goals and risk tolerances.

Charles Miller is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at State National Companies/Markel Insurance for nine years. Outside of his advisory role, he is co-owner of Cave Canis Kennels, a dog training and breeding business, and owner of Angels BBQ, a catering business in Hendersonville, NC. 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. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.