Chau Quach is a financial advisor with Charles Schwab, holding a Series 66 designation and 21 years of industry experience. He has worked at Charles Schwab since 2017 and previously held positions at Goldman Sachs and Kestra Financial Services. Outside of advising, he is a rental property owner in Austin, Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Averyl Basolo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, her background includes positions at Hobby Lobby, The Master's University, The Men's Wearhouse, and involvement with the Republican GOP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Peter Bermont is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has been with Raymond James since 2013 and concurrently associated with Mesznik since 1999. Bermont serves as a board subcommittee member for Jackson Hospital and participates in the Moorings Property Owners Association committee in Miami, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional solutions.

Adam Stanford is a Series 66-registered financial advisor with Morgan Stanley in Asheville, NC, bringing 13 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Shelia Christofalos is a ChFC® credentialed financial advisor with 11 years of industry experience, currently with Edward Jones since 2014. She is based in Asheville, NC, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. With approximately $1.01 trillion in assets under management and a network of nearly 24,000 advisors, the firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Helena Potze Godfrey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Carl Powell Jr. is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he owns and manages a rental property in Myrtle Beach, South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Colton Smith is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA since 2016, with prior experience at Waddell & Reed in 2015. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment recommendations.

Theodore Chiappini Jr. is a CFP® professional with 33 years of experience in the financial services industry. He has been with Edward Jones since 1992. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Isaias Puente is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. His career also includes roles at Wells Fargo and Erus Energy. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a formal process for alternative investments.

Gary Parris III is a financial advisor with LPL Financial based in Asheville, NC. He holds the Series 63 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at First Horizon Advisors, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade Inc. 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, third-party asset management access, and institutional platforms, supported by technology and research tools used by its network of over 22,800 advisors.

Ashley Schaper is a financial advisor at UBS Financial Services with nine years of industry experience. She has worked at UBS since 2018 and previously spent time at The Vanguard Group and North Carolina State University. She holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

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.

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 financial advisor with Cambridge Investment Research Advisors in Asheville, NC, holding a Series 66 designation and 18 years of industry experience. His career includes previous roles at Commonwealth Financial Network and multiple positions within Cambridge Investment Research entities. He is president of AVL Financial, LLC, a firm involved in investments and insurance sales. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent financial professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

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 with Morgan Stanley in Asheville, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, Kearfott Corporation, and Mission Health System. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating market simulations and return estimates to support client decision-making.