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® and Series 66-registered financial advisor with 22 years of experience. He is currently with LPL Financial and has previously worked at Grove Point Investments, LLC, Southeast Investments N.C., Inc., and operates his own CPA firm, Dwayne M Dills CPA PC. In addition to his advisory work, he is involved in tax preparation and accounting through his CPA practice. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven solutions.

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.

Julie Willard is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 credentials and has 25 years of industry experience. Her prior work includes positions at JJB Hilliard WL Lyons LLC and Oppenheimer & Co. She is based in Asheville, NC. She 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 offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex investments.

David Hartman is a CFP® with 17 years of industry experience, currently serving clients at Edward Jones in Weaverville, NC. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brittny Hobkirk is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, N.A., Securian Financial Services, Inc., Minnesota Life Insurance Company, CRI Securities, LLC, and North Star Consultants, Inc. She also worked briefly at Anytime Fitness. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Ryan Moran is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Wells Fargo Advisors. He is also licensed as an independent insurance agent working with various independent insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies across multiple platform arrangements.

Gareth Rich is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for 35 years. Outside of his advisory role, he is engaged in offering insurance products and acts as a trustee managing family trusts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to third-party money managers across multiple platforms. The firm employs firm-provided tools and automated rebalancing to construct diversified portfolios tailored to client risk profiles.

Stephan Ihde is a CFP®-designated financial advisor with Edward Jones in Asheville, NC, holding 12 years of industry experience. He has been with Edward Jones since 2013. Outside of finance, he operates a sole proprietorship selling landscape and nature photography prints online. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Katherine Bradley is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked in real estate and hospitality from 2012 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and offices.

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.

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.

Gregg Defilippi is a CFP® professional with 25 years of experience in the financial industry. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Ross Ryan is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones, LPL Financial, and Financial Engines Advisors L.L.C. prior to joining his current firm. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.