Robert Viands is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial services career, he was involved with Daystar Machining Technologies and operated Viands Lawn Care Plus. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive planning that covers topics such as retirement, tax, estate, and special needs planning. The firm emphasizes client-driven, goal-based analyses and separates planning from managed-account services.

Matthew Plymale is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Western & Southern Life and Valic Financial Advisor, Inc. Matthew is based in Asheville, NC. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its research center.

Joseph Schrader Jr. is a financial advisor with RBC Capital Markets in Asheville, NC, holding a Series 66 designation and bringing 27 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing portfolio management, financial planning, custody, and brokerage services.

Michael Raymond is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Thrivent Investment Management since 2018. Outside of his advisory role, he serves on the boards of the UNC Asheville Alumni Association and UNC Asheville Foundation, and is a board member of House Beautiful Retreats, a Christian retreat and study center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

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.

William Hester III is a CFP® with 29 years of industry experience, currently practicing at LPL Financial. His prior experience includes two decades at First Citizens Bank and First Citizens Investor Services, as well as three years at BB&T Investment Services, Inc. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor networks and technology tools.

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.

Ravin Patel is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and CHARLES SCHWAB & CO., Inc since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of advising, Patel is a non-operational partner in several family-owned businesses, including hotels and land holding companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, with a multi-asset portfolio approach supported by centralized custody and a distinctive operational structure.

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 nine years of industry experience. Her prior roles include positions at Members Trust Company, Credit Union Investment Services, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. She has also been associated with Herbalife International of America, Inc. as a distributor, maintaining status primarily for personal product discounts. 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 investment strategies for individuals, high-net-worth clients, and various institutions.

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.

Jamie Van Dyke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning their advisory career in 2025. Prior to this role, Van Dyke worked at Wells Fargo Bank, NA from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jeffrey Schiffman is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at UBS Financial Services, Banc of America Investment Services, and Merrill. Outside of his advisory work, he is also an agent for fixed insurance products through Providence Brokerage Services, focusing on whole life and universal life insurance. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicole Barrett is a financial advisor with LPL Financial in Asheville, NC, holding CFP® and Series 66 credentials and bringing six years of industry experience. She previously worked at Edward Jones for five years and Mission Health for seven years. 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 and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Tanya Frisbee is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 16 years before joining Raymond James in 2018. In addition to her advisory role, she serves as Practice Manager at Elk Mountain Wealth Partners in Asheville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a range of advisory programs and specialized services.