Carson Waddell is a Series 66-licensed financial advisor with LPL Financial, based in Brevard, NC, where he has worked since 2021. He has five years of industry experience and previously worked at Ty Hendrix Investment Management and held roles at Brevard College and the University of Tennessee at Chattanooga. 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, and access to third-party asset managers, providing advisory and brokerage services through a large network of investment adviser representatives.

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.

Kyle Mc Donald is a financial advisor with LPL Financial in Brevard, NC. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Executive Planners NC, Workout Anytime, and Red Wolf Tours. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Sandi Carroll is a financial advisor at Ameriprise in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2017, she worked at Catherines for three years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Jared Fackrell is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones in 2023, he worked at Capitol Cider House and the Department of the Navy. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering various managed and advisory investment solutions under a fiduciary standard.

Laurel Glass is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to align their financial decisions with their goals and priorities, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, and investment strategy for both individuals and corporations. Prior to joining Merrill Lynch, Laurel held leadership positions in the financial services industry, including serving as Chief Compliance Officer for an institutional bond firm. Her background in client service, compliance, and risk management informs her methodical and thoughtful approach to financial advising. Laurel holds a Bachelor's degree from the Claremont Consortium of Colleges and is a Personal Investment Advisor (PIA). She is actively involved in her community, participating in committees supporting Fruitland Baptist Church and Safelight Inc. Outside of her professional work, Laurel enjoys fishing, hiking, scuba diving, traveling, and spending time with her family.

Gregory O'Neal is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in healthcare and education sectors, including roles at South College and Healthpro Heritage LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.