Breona Leamon is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to Merrill, she was employed at Centaurus Financial, Inc and has experience in other roles including positions at Hollywood Feed, Urban Dog Retreat, and Mars Hill University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Kevin Clark is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Asheville, NC. He has been with Merrill Lynch Wealth Management since 1995 and serves as a Senior Portfolio Advisor, managing custom investment strategies and selecting from various Merrill and third-party investment portfolios on a discretionary basis. Over his 28-year career, Kevin has focused on building long-term relationships with clients to assist them in achieving their financial goals and objectives. His areas of expertise include investment portfolio management, wealth preservation and planning, retirement planning, cash management, mortgages, business lending, life insurance, banking, and credit cards. He leverages the resources available at Merrill Lynch and Bank of America to serve high-net-worth clients. Kevin holds a Bachelor's Degree from UNC Asheville and is designated as a Personal Investment Advisor (PIA). He supports local charities and is a member of Biltmore Church. In his free time, Kevin enjoys riding motorcycles, lifting weights, hiking, traveling, biking, swimming, and spending time with his family.

Kevin Huston is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. He has worked with Avantax Advisory Services and Avantax Insurance Agency, among other roles. Outside of his advisory work, Huston is an enrolled agent and United States Tax Court Practitioner who operates Blue Ridge Tax Advisors, where he focuses on tax preparation and resolving tax issues with the IRS and US Tax Court. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and oversight across various program structures and custodial relationships.

Alaina Nelson is a CFP® professional with nine years of industry experience, currently advising clients at Edward Jones in Asheville, NC since 2017. Prior to joining Edward Jones, she worked briefly at Hotchalk, Inc./Insperity in 2016. Edward Jones is a full-service wealth management firm serving more than four million 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 and investment strategies under a fiduciary standard, with capabilities including separately managed accounts, tax-efficient services, and affiliated mutual funds.

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.

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 at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by model portfolios and research.

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 East Lansing, MI, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

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 at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Horizon Advisors, TD Ameritrade Investment Management, and Scottrade. Parris is based in Asheville, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Mark Lear is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. He holds the Series 66 designation and operates out of Canton, NC. Outside of his advisory role, Lear is involved in healthcare operations as an operations manager and board secretary for Twenty 20 Optometric Group, P.A. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial service providers.

Eric Purdy is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has also worked as a health inspector for the Rutherford Polk Mcdowell Health District since 2019 and previously served in roles with Buncombe County. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from various sources.

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.