David Wilhelm is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in Asheville, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs supported by structured planning tools and investment insights.

Alan Ward is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for seven years. Outside of his advisory role, he owns and operates Saint Paul Vineyards and Saint Paul Farms in Hendersonville, NC. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute.

Melissa Kledis is a financial advisor at LPL Financial in Asheville, NC, holding a Series 66 designation with 15 years of industry experience. She has been with LPL Financial since 2015. Outside of her advising role, she works as an office manager for Peridot Consulting, a non-investment-related position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Dustin Schlabach is a financial advisor with LPL Financial in Asheville, NC, holding the ChFC® and Series 66 designations and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Carter Bagley Jr. is a financial advisor with UBS Financial Services in Asheville, NC, holding a Series 66 designation and 29 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is involved with Brookside Investments LLC, focusing on record keeping. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Shaina Rogers is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing and its affiliated WELLS FARGO Advisors since 2010. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kyle Jambon is a ChFC® and Series 66-licensed financial advisor with Edward Jones in Fairview, NC, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, Jambon serves on the Immaculata Catholic School Board and volunteers as a baseball umpire for South Buncombe Youth Baseball. He also serves as secretary for the Knights of Columbus Council 8923 and hosts a podcast. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Elizabeth Scronce is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. She previously worked at Wells Fargo Bank for ten years before joining Morgan Stanley Smith Barney LLC in 2020. In addition to her advisory role, she serves as a trustee in a trust based in Palm Coast, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and strategies developed by its Financial Advisors and Estate Planning Strategies Group.

James Bowers is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position he has held since 2015. He began his career in financial services after earning a Bachelor of Arts in Economics from Hampden-Sydney College. James focuses on client areas including college education planning, divorce transition planning, family wealth management strategies, small business strategies, and retirement income. James holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Black Mountain, North Carolina, with his son Beau and is active in the local community, volunteering with organizations such as Serve To LEAD in Asheville.

Larry Scott is a CFP® with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has held concurrent roles at Cambridge Investment Research, Inc. and The Variable Annuity Marketing Company dating back to 1996. Outside of his advisory work, Scott is the owner of Scott Financial Planning & Investments LLC in Asheville, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and platform arrangements.

Hayley Nelson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and was previously involved with CharBar7 for one year. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing internal and third-party managers with varied portfolio implementation approaches.

Christina Hale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Merrill and UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and proprietary research, with planning relationships typically non-discretionary and client-directed.

Amy Lewallen is a Series 66-licensed financial advisor with Morgan Stanley in Asheville, NC, with six years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent 12 years at Camp Hollymont for Girls. Outside of her advisory role, she is involved with the Bair Foundation as a licensed foster parent. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and investment strategies.

Shannon Carlock is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo firms since 2009, including her current role starting in 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 from Wells Fargo Investment Institute and third-party sources.

Kenneth Millsapps is a financial advisor with LPL Financial in Asheville, NC, holding Series 65 and Series 63 licenses with 16 years of industry experience. He previously worked at Parsec Financial Management for six years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

Robert Weintraub is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been serving clients since 2010. He works closely with families, corporations, and non-profits to provide financial and banking advisory services through his access to Bank of America. As a qualified Portfolio Manager, Robert offers tailored investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He also manages client strategies on a discretionary basis within the Firm’s Investment Advisory Program. Robert's expertise encompasses family wealth management, international wealth management, retirement planning, philanthropic planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. He holds the Certified Investment Management Analyst (CIMA) designation from the Investment and Wealth Institute, which he earned after attending the Yale University School of Management in 2017. Additionally, Robert has earned the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned his bachelor's degree from Franklin & Marshall College. In addition to his professional work, Robert serves as President of the Board of the College Assistance Program, Inc. He has been recognized on the 2022 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list, and his team, The Weintraub Adessi Group, was listed on the 2024 Forbes “Best-in-State Wealth Management Team” roster. Outside of work, Robert enjoys adventure sports, camping, cooking, gardening, hiking, music, reading, running, spending time with his family, and practicing yoga.

Pamela Banks is a financial advisor at Edward Jones in Asheville, NC, with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020. Outside of advising, she owns an online sales business on eBay and provides notary services to family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Brandon Powell is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also involved with Nitelites, an organization he has worked with for over two decades. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial plans through its network of advisors.

Adam Groff is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked for HomeTrust Bank for ten years. Outside of his advisory role, Adam creates and posts videos of his dogs on YouTube. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

William Boughton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. He serves as a board member for Helping At Risk Kids (HARK) in Asheville, a nonprofit supporting abused and neglected children, and is president of the Weaverville Business Association as well as vice president of the Wolf Ridges Property Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.