David Meyer is a CFP® professional with 24 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses and is based in Asheville, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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 financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Dalton is also affiliated with the Osher Lifelong Learning Institute at UNCA. Raymond James & Associates 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, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management approaches.

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 in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Weller is a financial advisor with Edward Jones in Asheville, NC, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Weller serves as a board member for Asheville Masters Swimming, assisting with planning swim meets, pool time, and fundraising activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 with Edward Jones in Asheville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in healthcare and education sectors, including roles at South College and Healthpro Heritage LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.