John Glover is a financial advisor at Robert Baird & Co. in Hendersonville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at Hilliard Lyons. Outside of his advisory role, he is involved as a rental property owner. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Patrick Sallee is a financial advisor with Wells Fargo Clearing in Hendersonville, NC, holding Series 63 and Series 65 credentials and bringing 26 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 an assistant football coach for Fernleaf Community Charter School, helping to start the school's football program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Mark Isabelli is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,700 financial advisors.

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.

Allison Sharpe is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has worked at Merrill since 2015 and is currently affiliated with Bank of America. Outside of her advisory role, she is the owner of a family business, MFEO Properties, LLC, which manages long-term rental properties in Asheville, North Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Morrison is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides tailored recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to support its advisory approach.

Joshua Daigle is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Elevation Church and Waters Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial plans covering a wide range of topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

John Linkous is a financial advisor at OSAIC with six years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2026, he worked at Northwestern Mutual in various capacities from 2019 to 2026 and spent time self-employed and at the Linkous Law Firm earlier in his career. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios.

Caleb Raper is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including at Blaze Pizza and attended Appalachian State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, third-party asset management access, and various affiliated services.

Fraser Schaufele Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 45 years of industry experience. He has been with Raymond James and its affiliated entities since 2008. Schaufele also works as an independent contractor providing investment advisory services for Henry Hensly & Associates, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using advanced modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Parisi II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured financial planning process supported by proprietary tools and provides access to various investment solutions through its broad platform.

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.

Stefanie Robinson is a financial advisor at Robert Baird & Co. with seven years at the firm and a total of twelve years in the industry. She holds a Series 66 designation and previously worked at Hilliard Lyons. Outside of her advisory role, she has a temporary non-investment-related position with KLR Creative Group. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services. The group employs a range of strategies including discretionary management, separately managed accounts, and overlay services to align with client goals and risk tolerances.

James Hungerford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo firms since 2009 and also works as a part-time bartender at The Brandy Bar in Hendersonville, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Stephen Sweet is a financial advisor with Ameriprise in Hendersonville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate annual, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Ashley Shapiro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has worked at Wells Fargo Advisors Financial Network since 2026 and has been with Wells Fargo Clearing in various capacities since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Jordan Hall is a Financial Advisor at Merrill Lynch Wealth Management in Hendersonville, North Carolina. He collaborates with Merrill Lynch's investment specialists and Bank of America's banking experts to design financial plans and portfolio strategies tailored to his clients' goals. Jordan's client focus areas include education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Before joining Merrill Lynch, Jordan served on active duty with the 82nd Airborne Division of the U.S. Army from 2007 to 2015, including a deployment to Afghanistan. He earned a Bachelor of Science degree in Management with double minors in Economics and Philosophy from the University of North Carolina at Asheville. Jordan holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jordan is involved in his community as a parishioner at Immaculate Conception and as a member of the Rotary Club. He participates in activities such as Habitat for Humanity and Saint Gerard House. Jordan and his wife have one son, and they enjoy hiking, traveling, spending time with friends and family, as well as baseball, cooking, and reading.

Ken Adams is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner of a vacation rental property in Portsmouth, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets across a large network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

James Wiley is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.