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.

Kara Bridges is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience, all of which have been with the firm since 2014. She is based in Canton, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

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.

Allan Robertson Jr. is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has held positions at Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, following nine years at Wells Fargo Advisors. He is registered with Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Joseph Simpson is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial, Carillon Tower Advisers, Inc., and Eagle Fund Distributor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karyn Laughrun is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of her advisory role, she serves as a notary public for North Carolina and acts as a trustee for a family life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages research from its Chief Investment Office and UBS Global Research to tailor client solutions.

Richard Lee III is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. He has been with Edward Jones in Asheville, NC since 2011. Outside of his advisory role, he served as treasurer for the Buncombe County Democratic Party from 2019 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Jon Dobson is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 17 years of industry experience. His previous firms include Bank of America, Merrill, Wells Fargo Clearing, Wells Fargo Advisors, Raymond James Financial, and Edward Jones. 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, and institutional platforms, with a focus on combining scale and a broad set of financial products alongside its advisory capabilities.

Craig Harris is a financial advisor with Morgan Stanley in Asheville, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent nine years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Zachary Hunt is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. Before joining Merrill in 2017, he worked at Enterprise Holdings LLC for one year. In addition to his advisory role, Hunt officiates weddings and produces wedding films as a consultant for his wife's small business in the wedding industry. He also serves as a deacon at Biltmore Church in Asheville, NC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.