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.

David Matz is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Asheville, NC, he holds the Series 66 designation. Outside of his advisory role, he manages multiple rental properties in the Asheville area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.

Sandi Carroll is a financial advisor at Ameriprise in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2017, she worked at Catherines for three years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Ann Watson is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Merrill Lynch since 2009 and was previously employed by Wells Fargo Clearing from 2002 to 2009. 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 serves individuals, high-net-worth clients, and various institutional investors using model-based and discretionary investment strategies constructed by internal and third-party teams.

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.

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.

Jeffrey Weller is a financial advisor with Edward Jones in Asheville, NC, holding Series 63 and Series 66 licenses and 23 years of industry experience, all with Edward Jones since 2003. He serves as a board member for Asheville Masters Swimming, assisting with event planning and fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment options with over $1 trillion in assets under management.

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.

Gregory O'Neal is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. His prior roles include positions at South College and Healthpro Heritage LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.