Jason Marshall is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. His previous roles include positions at Wells Fargo Advisors LLC, UBS Financial Services, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Stephen Fusco is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Asheville, North Carolina. He specializes in guiding retirees, individuals nearing retirement, and those experiencing new financial success through complex financial decisions, focusing on providing clarity and confidence for a secure and fulfilling retirement. Additionally, he works with nonprofits and churches, offering portfolio strategies that align financial resources with organizational missions and values. Stephen earned a Bachelor of Science degree in Business Administration with a minor in Economics from the University of North Carolina at Asheville. He holds the Personal Investment Advisor (PIA) designation. With experience in business management, entrepreneurship, and financial services, he brings comprehensive expertise to his advisory role. A lifelong Asheville resident, Stephen enjoys outdoor activities such as hiking, biking, camping, kayaking, and spending time with his family and dogs. He is actively involved in community service, currently serving on the board of directors for the Western North Carolina Chapter of The American Red Cross, and has a history of volunteering with local charities and churches.

Matt Edwards is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. since 1998. 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 combines non-discretionary advisory with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Samuel Harris is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients bridge the gap between personal and financial wellness by developing personalized financial strategies that align with their priorities. His areas of focus include liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports & entertainment, individual and corporate investment strategy, and retirement income. Mr. Harris holds a Bachelor's degree in economics from Oberlin College. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He provides ongoing financial advice and leverages Merrill Lynch's extensive network of tools and information to assist clients through life changes such as job transitions, business transactions, and retirement planning. Outside of his professional work, Samuel is engaged in activities such as baseball, basketball, gardening, running, surfing, tennis, traveling, woodworking, yoga, and spending time with his family. He is bilingual in Spanish and English.

David Sanders is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analyses.

Scott Smith is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at The Regenesis Collective, LoudCrowd, MVF Global, Project Partners, and Elbit Systems of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices.

Ryan Watkins is a financial advisor at Edward Jones with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, Watkins worked at Stryker Corporation for 16 years. 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 and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Nicholas DeJohn is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He collaborates with clients to develop financial plans aimed at helping them pursue their financial goals. Nicholas has extensive experience in the financial services industry, having worked at Fidelity Investments since 2011 in various roles including Financial Consultant, Investment Consultant, Investment Representative, and Financial Representative. Prior to that, he worked as an Advisory Consultant at Advisors Asset Management, Inc. and as a Sales Assistant at Oana Investment Advisors. The biography does not include information about his education, credentials, personal interests, or community involvement.

Marion Foxworth is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, she worked at ProEquities, Inc. for 11 years and Northwestern Mutual Investment Management for 6 years. She also operates Foxworth Advisors, a business through which she sells life and disability insurance on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services that include financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Heather Banks is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Outside of her advisory work, she owns and coordinates a real estate rental property. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to insurance products and affiliated trust services.

Julianna Henderson is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked at Goosmann Rose Colvard & Cramer, P.A. for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Heather Crake is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities, BB&T Investment Services, Edward Jones, Merrill, and Allstate Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

David Jones is a CFP® professional with 40 years of industry experience, currently serving at Edward Jones since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Florida Grand York Rite Bodies Investment Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Scott Roy is a financial advisor with Edward Jones in Black Mountain, NC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he co-owns a property that includes office space and storage units. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets with a large national network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

James Brookshire is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Apex Systems and Speckled Trout. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services combining manager-traded and model-traded strategies, with an emphasis on internal research and ongoing manager monitoring.

David Vance is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 registrations and with 30 years of industry experience. He has been with Charles Schwab since 1995 and Charles Schwab Bank since 2005. 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 operates a large-scale, integrated platform combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process.

Kelly Maumenee is a financial advisor with Robert Baird & Co. in Hendersonville, NC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard W.L. Lyons, LLC since 2013. Outside of her advisory roles, she serves as a fiduciary, power of attorney, and executor in other business activities. Maumenee is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including both traditional and non-traditional asset allocations.

Matthew Dickelman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. Their process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within their investment menus.

Kelcey Geisendorfer is a financial advisor with Merrill in Asheville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Kelcey worked at Bank of America and has experience in roles at Branscome Inc. and Darden Restaurants. Kelcey also assists with bookkeeping and payroll for a family-owned general contracting business. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Roark is a CFP® professional with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Commonwealth Financial Network and LPL Financial, as well as ownership of Paragon Financial, where she also serves as Co-Trustee of the firm’s 401(k) plan. She is a board member and treasurer of The Franklin School of Innovation, a local charter school. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody arrangements and a range of portfolio management strategies, including proprietary models under the Founders Gate Capital brand.