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.

Abdul Ar Rushdi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. 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 based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Darcy Beeman is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. Based in Asheville, NC, Beeman holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.

David Meyer is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, supports over 14,000 advisors, and provides both brokerage and advisory services.

Carli Petit is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2006. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mark Dalton is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bank of America and Merrill. Dalton is also involved with the Osher Lifelong Learning Institute at the University of North Carolina at Asheville. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering a range of financial planning and advisory services supported by extensive research and multiple portfolio management styles.

Charlotte Jackson is a financial advisor with RBC Capital Markets in Asheville, NC, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Jaci Hoven is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo for five years before joining Raymond James in 2021. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Whatley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Wachovia Securities in 2002. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Brent Ion is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Oppenheimer & Co. Inc, and Ategenos Capital. 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.

John Bechand is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously in various roles including at Aris Graphics, Worx Staffing, and the Buncombe County Department of Health and Human Services. The DDK Group, a team within Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing a combination of manager-traded and model-traded strategies with ongoing manager selection and research support.