Michelle Patrick is a financial advisor with Robert Baird & Co. in Asheville, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has prior experience at Hilliard Lyons from 1998 to the present, including its predecessor firm J.J.B. Hilliard, W.L. Lyons, Inc. from 1998 to 2019. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by internal research and a variety of investment strategies.

William Hester III is a CFP®-certified financial advisor with 30 years of industry experience. He currently works at LPL Financial and previously spent two decades at First Citizens Bank and First Citizens Investor Services, as well as three years at BB&T Investment Services. 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 and access to third-party asset management, supported by extensive technological tools and a broad platform of non-advisory financial products.

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, operating as part of the wealth management advisory team Greiner, Ezell and Associates based in Asheville, NC. He focuses on serving families, individual investors, and business owners. At Merrill Lynch, Greg manages responsibilities that include conducting investment research, trading, and retirement planning and modeling. As a Senior Portfolio Advisor, he provides clients with investment strategies by managing custom portfolios on a discretionary basis, selecting from a range of Merrill model portfolios and third-party investment strategies to help clients pursue their financial objectives. Prior to joining Merrill Lynch in 2011, Greg spent 15 years working in civil engineering and environmental sciences as a consultant and business development professional. He also has experience in the commercial real estate industry handling transactions for buyers and sellers. This background gives him a detailed understanding of the financial challenges and opportunities faced by many clients. Greg holds a Bachelor's Degree from Ohio State University and holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in the community, volunteering with organizations such as Manna Food Bank, Habitat for Humanity, and Trout Unlimited. Greg has previously served on the board of Heart of Horse Sense and was a Past-President of The Ohio State Alumni Club of Asheville, North Carolina.

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.

Jordan Williams is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Jordan provides financial planning and wealth management services to clients, helping them to achieve their financial goals. The biography includes current professional identity and role, as well as the line of business associated with Jordan Williams.

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.

Julia Roberts is a financial advisor at Morgan Stanley in Asheville, NC, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at First Citizens Investor Services, Wells Fargo Clearing Services, Bank of America, Merrill, and Colton Groome Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, supporting a range of advisory programs without providing individual security recommendations as part of standalone plans.

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 with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and previously worked at Wells Fargo Advisors for nine years. Allan is also the owner of Clear View Advisors LLC, an insurance-related business. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.