Howard Helms III is a financial advisor with LPL Financial in Asheville, NC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2012. Helms also operates Helms Wealth Management as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

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 serves as 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 has over 36 years of experience in the financial services industry. Prior to joining Merrill Lynch, Susan held roles in retail branch management, licensed banker supervision, and area management with 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 designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Divorce Financial Analyst® (CDFA®), and Certified Plan Fiduciary Advisor (CPFA). Her expertise encompasses retirement planning, education planning, family wealth management strategies, legacy planning, and managing new wealth. She is a member of the Waynesville Rotary and participates in community initiatives such as KARE, Open Door, Manna Backpack, and Folkmoot. Susan resides in Waynesville, North Carolina, with her husband. She enjoys boating, reading, traveling, and spending time with her family, including her three grown children and five grandchildren.

Brian Fortune is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. He previously worked for CETERA Advisor Networks LLC from 2013 to 2019. Outside of his advisory work, he is a committee member volunteer for the YWCA in Asheville, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options with both discretionary and non-discretionary strategies, including proprietary models and access to third-party managers.

Alan Brookshire is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at JJB Hilliard W.L. Lyons LLC and Oppenheimer & Co. Outside of his advisory role, he serves as a director at Cane Creek Cycling Components, advising on corporate strategy. He 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 provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services.

Jenny Holland is a CFP® professional with 33 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2019 and previously spent eight years with UBS Financial Services Inc. She serves as a trustee for an investment-related family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Lauren Hackler is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Prior to her advisory role, she worked in various positions at companies including ProductPlan, Flexera, RISC Networks, and Gartner. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Scott Mcdonald is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses, with 16 years of industry experience. In addition to his advisory role since 2015, he has worked extensively as an optometrist, currently practicing at Optometric Eye Care Center and Elevate Eye Care. He is also involved in owning and managing Innovative Financial Planning, LLC, and Gryphon Capital, Inc., a real estate investment business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured annual planning engagements using firm-approved analytical tools and offers various programs including estate-settlement and employer-sponsored planning.

Allison Sharpe is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has worked at Merrill since 2015 and is currently affiliated with Bank of America. Outside of her advisory role, she is the owner of a family business, MFEO Properties, LLC, which manages long-term rental properties in Asheville, North Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Larry East is a financial advisor with Wells Fargo Clearing, holding CFP® and Series 66 designations and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is involved in managing investment-related rental property and a related LLC in Waynesville, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Gary Krieger is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as an Executive Committee Officer for the Zoological Society of Palm Beaches. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Michelle Patrick is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 66 credentials. She has 27 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, Inc. since 1998 and Robert Baird & Co. since 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that 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 equity and fixed-income to more complex approaches, including private funds and real-asset exposures.

Nathan Moran is a Series 66 licensed financial advisor with Edward Jones in Asheville, NC. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Gregory Greiner is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Asheville, NC. He is part of the wealth management advisory team Greiner, Ezell and Associates, focusing on families, individual investors, and business owners. His responsibilities include conducting investment research, trading, retirement planning and modeling, and managing custom investment strategies on a discretionary basis, selecting from Merrill model portfolios and third-party investment strategies. Before joining Merrill Lynch in 2011, Greg spent 15 years in civil engineering and environmental sciences as a consultant and business development professional. He has also worked in the commercial real estate industry completing transactions for buyers and sellers, providing him with a broad understanding of challenges and opportunities for business owners. Greg focuses on offering a comprehensive approach to managing wealth that incorporates Sustainable, Responsible, and Impact (SRI) investing considerations. Greg earned a Bachelor's Degree in Environmental Sciences from Ohio State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), and Retirement Accredited Financial Advisor (RAFA). He serves the local community volunteering at Manna Food Bank and Habitat for Humanity in Asheville, and is a Trout Unlimited volunteer. Greg previously served as Past-President of The Ohio State Alumni Club of Asheville and on the board of Heart of Horse Sense in Marshall. He resides in Fairview with his wife and twin sons and enjoys hiking, fishing, boating, camping, cooking, football, gardening, photography, traveling, and spending time with family.

Brandon Jaimes is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has previously worked at Axa Advisors, Equitable Advisors, and First Command Advisory Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mariah Doyle is a CFP®-certified financial advisor with 10 years of industry experience, currently with Robert W. Baird & Co. She has previously worked at Gratz Park Private Wealth, Raymond James Financial Services, and Oppenheimer. Doyle serves as Chair of the Board and Finance Committee member for the North Carolina Arboretum Society, a nonprofit organization. She is part of The DDK Group at Baird, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Evan Truxton is a financial advisor with UBS Financial Services in Asheville, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His previous roles include positions at Wells Fargo Clearing Services and Robert Half. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Elizabeth Anderson is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Members Trust Company and Credit Union Investment Services. Outside of her advisory work, she has maintained a distributor status with Herbalife International of America, Inc. for personal product use. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Leslie Apple is a CFP®-designated financial advisor with Edward Jones in Asheville, NC, and has nine years of industry experience. She has been with Edward Jones since 2017 and is also involved with Off-Trail On Purpose College Advisors, a role she has held since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory strategies and affiliated investment options. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Matthew Maultsby is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Wells Fargo Bank NA. He serves as a finance committee member for the Asheville Museum of Science. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.