Carter Bagley Jr. is a financial advisor with UBS Financial Services in Asheville, NC, holding a Series 66 designation and 29 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is involved with Brookside Investments LLC, focusing on record keeping. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Shaina Rogers is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute and third parties.

James Bowers is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position he has held since 2015. He began his career in financial services after earning a Bachelor of Arts in Economics from Hampden-Sydney College. James focuses on client areas including college education planning, divorce transition planning, family wealth management strategies, small business strategies, and retirement income. James holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Black Mountain, North Carolina, with his son Beau and is active in the local community, volunteering with organizations such as Serve To LEAD in Asheville.

Kenneth Howell is a financial advisor at Edward Jones in Burnsville, North Carolina, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at North Carolina Farm Bureau and co-owned a restaurant business for over a decade. He also owned a management company related to his previous business, which is in the process of dissolution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm is notable for its extensive advisor network, retail footprint, and additional capabilities including a trust company and securities-based lending.

Larry Scott is a CFP®-designated financial advisor with Cambridge Investment Research Advisors in Asheville, NC, bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010 and has worked with The Variable Annuity Marketing Company since 1996. Outside of his advisory role, he owns Scott Financial Planning & Investments LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management and access to proprietary and third-party investment strategies through multiple platforms and custodians.

Hayley Nelson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and was previously involved with CharBar7 for one year. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing internal and third-party managers with varied portfolio implementation approaches.

Christina Hale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Merrill and UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and proprietary research, with planning relationships typically non-discretionary and client-directed.

Amy Lewallen is a Series 66-licensed financial advisor with Morgan Stanley in Asheville, NC, with six years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent 12 years at Camp Hollymont for Girls. Outside of her advisory role, she is involved with the Bair Foundation as a licensed foster parent. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and investment strategies.

Kenneth Millsapps is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 16 years of industry experience. He previously worked at Parsec Financial Management for six years before joining LPL Financial in 2021. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services platform.

Robert Weintraub is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been serving clients since 2010. He works closely with families, corporations, and non-profits to provide financial and banking advisory services through his access to Bank of America. As a qualified Portfolio Manager, Robert offers tailored investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He also manages client strategies on a discretionary basis within the Firm’s Investment Advisory Program. Robert's expertise encompasses family wealth management, international wealth management, retirement planning, philanthropic planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. He holds the Certified Investment Management Analyst (CIMA) designation from the Investment and Wealth Institute, which he earned after attending the Yale University School of Management in 2017. Additionally, Robert has earned the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned his bachelor's degree from Franklin & Marshall College. In addition to his professional work, Robert serves as President of the Board of the College Assistance Program, Inc. He has been recognized on the 2022 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list, and his team, The Weintraub Adessi Group, was listed on the 2024 Forbes “Best-in-State Wealth Management Team” roster. Outside of work, Robert enjoys adventure sports, camping, cooking, gardening, hiking, music, reading, running, spending time with his family, and practicing yoga.

Pamela Banks is a financial advisor at Edward Jones in Asheville, NC, with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. Outside of advising, she owns an online sales business on eBay and provides notary services to family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Brandon Powell is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also involved with Nitelites, an organization he has worked with for over two decades. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial plans through its network of advisors.

Adam Groff is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked for HomeTrust Bank for ten years. Outside of his advisory role, Adam creates and posts videos of his dogs on YouTube. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

William Boughton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. He serves as a board member for Helping At Risk Kids (HARK) in Asheville, a nonprofit supporting abused and neglected children, and is president of the Weaverville Business Association as well as vice president of the Wolf Ridges Property Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Abdul Ar Rushdi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. 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 based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ann Watson is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Merrill Lynch since 2009 and was previously employed by Wells Fargo Clearing from 2002 to 2009. 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, and various institutional investors using model-based and discretionary investment strategies constructed by internal and third-party teams.

Darcy Beeman is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. Based in Asheville, NC, Beeman holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.

David Meyer is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, supports over 14,000 advisors, and provides both brokerage and advisory services.

Carli Petit is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mark Dalton is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bank of America and Merrill. Dalton is also involved with the Osher Lifelong Learning Institute at the University of North Carolina at Asheville. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering a range of financial planning and advisory services supported by extensive research and multiple portfolio management styles.