Mark Green is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Keith Moore is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Glatfelter Industries and UPM Raflatac for a combined 18 years. 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 under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lisa Green is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Asheville, NC. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she participates on the investment committee of Pisgah Legal Services, a nonprofit organization based in Asheville. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and corporate financial planning agreements.

Howard Kobrin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Robert Ferguson is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 66 designation and previously worked for 25 years at the United States Probation Office. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Wedthoff is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies by considering factors such as risk tolerance, time horizon, and liquidity needs. His client focus areas include education planning, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and retirement income. John is a native of Asheville, North Carolina, and holds a Bachelor's Degree from Western Carolina University, an Associate's Degree from Asheville Buncombe Technical Community College, and a High School Diploma from Asheville High School. He has earned the Personal Investment Advisor (PIA) designation and is committed to financial literacy, teaching local high schools and community centers about the financial world. Outside of his professional work, John grew up playing soccer with ABYSA, HFC, and Asheville High School. He currently serves on the board of directors for the Asheville Buncombe Adult Soccer Association (ABASA). Additionally, he has a background in culinary arts, having graduated from AB-Tech's culinary school and managed multiple restaurants as a chef in the area. John lives in North Asheville with his wife, Elena, and daughter, Vica.

Frank Tinsley is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. 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 offers model-based and discretionary strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Ezell is a Senior Financial Advisor with a career dedicated to helping clients achieve their financial goals through prudent decision-making and comprehensive guidance. He specializes in areas including college education planning, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategies, tax minimization, and retirement income. Since beginning his career in 2000 as a Merrill financial advisor, Ezell has built a reputation for serving multiple generations of clients, focusing on rational discussions and collaborating with specialists and clients' tax and legal advisors to develop tailored strategies sensitive to clients' unique challenges. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A graduate of Western Carolina University, Ezell is actively involved in his community, serving as Chairperson of the Board for the Western Carolina University College of Business and as a board member for Habitat for Humanity of Haywood County. His personal interests include biking, boating, camping, fishing, golfing, hiking, hunting, music, skiing, and spending time with his family.

Thorsten Path is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and previously worked at Uber for one year. 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 large network of financial advisors and branch offices nationwide.

Carlos Fonseca is a financial advisor with Morgan Stanley in Asheville, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2015. Outside of his advisory role, he is the sole proprietor of Libertas Investments LLC, an investment and real estate business based in Asheville. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Chris Amys is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 17 years of industry experience. He has worked at Raymond James since 2018 and previously spent seven years with Wells Fargo Advisors. Amys is also a partner at Elk Mountain Wealth Partners in Asheville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making while maintaining specialized services such as municipal advisory and SIMPLE IRA consulting.

Luke Mc Kelvy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2025. Outside of his advisory role, he serves as acting trustee and power of attorney for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs a non-discretionary approach tailored to client goals, utilizing analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Oscar Starnes IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as chair of the investment committee for Pisgah Legal Services and is a board member of the Lake Summit Property Owners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joshua Hix is a financial advisor with Morgan Stanley in Asheville, NC, holding a Series 66 designation and 16 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an executor and co-executor for estates in North Carolina. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients, offering a broad range of advisory programs including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Frankie Adkins is a financial advisor at Edward Jones in Asheville, NC, holding CFP®, ChFC®, and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, Frankie worked at Outdoorsy and Allergan. Outside of advising, Frankie operates an RV rental business in Asheville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Laurie Gerdy is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Weaverville, NC. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Janet Byas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory strategies.

Skyler Duncan is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since starting his practice in 2020, he has developed a goals-based and solutions-focused planning approach that integrates financial planning and investment resources with access to specialists representing Bank of America's eight lines of business. Skyler's work aims to provide clients with planning, support, and advice that create certainty in an unpredictable world and help align their financial lives with both short and long-term objectives. Skyler's areas of client focus include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. He joined Merrill in 2019 and holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Elmira College, where he double majored in Business Administration and Psychology. Born and raised in Southern Vermont, Skyler is active in his community and regularly volunteers with the Rotary Club of Asheville. He is also involved with the YMCA of Western North Carolina. Outside of his professional commitments, Skyler enjoys baseball, basketball, cooking, golfing, hiking, hunting, skiing, woodworking, traveling, and spending time with his wife, Taylor, their daughter, Lainey, and their two dogs.

Gregory Vickers is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Edward Jones across multiple periods since 2016, with prior roles at Renasant Bank and LPL Financial. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Michael Andry is a financial advisor with Morgan Stanley in Asheville, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and maintains a broad mix of retail and institutional investment services.