Vicki Epley is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she co-owns and manages a rental property through GG'S HOUSE LLC with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy statement preparation, performance reporting, and participant education. The firm acts as an ERISA fiduciary and offers discretionary investment management options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

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.

Bruce Searing is a financial advisor with Merrill in Hendersonville, North Carolina, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in rental property investment. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.