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. His prior roles include positions at Wells Fargo Clearing, Wachovia Bank, Merrill, and Banc of America Investment Services. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad 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 offers services both directly and through Corporate Financial Planning agreements.

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.

William Wells is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Charles Schwab since 1997 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment guidance, using multi-asset model portfolios backed by research from the Schwab Center for Financial Research.

Melissa Kledis is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2011 to 2015 before joining LPL Financial in 2015. In addition to her advisory role, she serves as an office manager at Peridot Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Dustin Schlabach is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, including nine years at Edward Jones before joining LPL Financial in 2025. 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, utilizing both proprietary and third-party investment strategies, supported by technology tools and a broad platform that includes insurance and banking partnerships.

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 the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute and third parties.

Douglass Rostick is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing 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, along with affiliated mutual funds and tax-efficient services.

William Sampson is a CFP®-certified financial advisor with Edward Jones in Fletcher, NC, where he has worked for 12 years. He has prior experience exclusively with Edward Jones. Outside of his advisory role, he serves as an assistant varsity tennis coach at a high school and is a board member of a local nonprofit organizing annual charitable events. He also volunteers with the Henderson County Sheriff's Office and acts as an ambassador for Texas Tech University’s School of Financial Planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains an extensive national network of financial advisors and branch offices.

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.

Heriberto Guerra Gomez is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and previously worked at BBT/Truist for six years. Outside of advising, he is involved as a part-owner of an insulation business and occasionally works as a server at a local restaurant. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach. The firm is notable for its large scale, integrated service model, and combination of advisory, brokerage, and custody functions.

Johnny Bryant is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at several firms including Avantax and CSSC Brokerage Services, and he operates Bryant Consulting LLC, a CPA consulting practice focusing on income, estate and trust taxation, and litigation services. Bryant also serves as a trustee for an irrevocable insurance trust. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services across various program structures and custodial relationships.

Ollin Driver is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

Paul Vladem is a financial advisor at OSAIC with 41 years of industry experience. He holds the PFS™ designation and Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent over two decades at Investacorp Advisory Services and Associated Financial Consultants, among other firms. Vladem holds an active CPA license which he uses in his advisory practice and serves as an investment committee member for the Jewish Federation of Broward County. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Marie Swingle is a financial advisor with Ameriprise in Arden, NC, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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®-designated financial advisor with Cambridge Investment Research Advisors in Asheville, NC, bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010 and has worked with The Variable Annuity Marketing Company since 1996. Outside of his advisory role, he owns Scott Financial Planning & Investments LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management and access to proprietary and third-party investment strategies through multiple platforms and custodians.

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.